How can the retirement be created in ERPnext?

Dar Rushab,
I have ben thinking, after employee takes money via expense claim form which we have now customized to have imprest or claim, I am failing to use the system to accommodate retirement when somebody has taken as imprest and want to do retirement for the expenses he/she reqested for, I wish if there could be a link that extracts items that was taken and what someone has retired so see if he/she gets +ve (need to reimburse the company excess money and -ve need to be reimbursed as he spent more than what was requested in the imprest.
Have you though of this as now I am enjoying using ERPnext indeed but I want to be more conversant and proud. Please if this is possible so that we can run along with ERPnext.  


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Mac,

User will make Expense Claim (Type = Claim) when retire. You can insert custom link field where user can select Expense Claim he/she made for requesting Imprest.

On the submission of retirement Expense Claim, Journal Voucher will be posted. After accounting entry is posted, employee's account balance will reflect payable or receivable towards that employee.

As explained in the help document, Expense Claim form shall be used mainly for the approval of Claim and Imprest request made by Employee. You should check Employee's account balance to know payable/receivable towards that Employee.


On Tue, Sep 30, 2014 at 1:28 AM, Mac Deus <bw...@gmail.com> wrote:
Dar Rushab,
I have ben thinking, after employee takes money via expense claim form which we have now customized to have imprest or claim, I am failing to use the system to accommodate retirement when somebody has taken as imprest and want to do retirement for the expenses he/she reqested for, I wish if there could be a link that extracts items that was taken and what someone has retired so see if he/she gets +ve (need to reimburse the company excess money and -ve need to be reimbursed as he spent more than what was requested in the imprest.
Have you though of this as now I am enjoying using ERPnext indeed but I want to be more conversant and proud. Please if this is possible so that we can run along with ERPnext.


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  2. For issues, features requests use https://github.com/frappe/erpnext/issues



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Thanks and Regards,
Umair Sayyed
www.erpnext.com
Thanks Rushab,
I will work on your comments and see how it works
Deus

On Monday, 29 September 2014 22:58:11 UTC+3, Mac Deus wrote:
Dar Rushab,
I have ben thinking, after employee takes money via expense claim form which we have now customized to have imprest or claim, I am failing to use the system to accommodate retirement when somebody has taken as imprest and want to do retirement for the expenses he/she reqested for, I wish if there could be a link that extracts items that was taken and what someone has retired so see if he/she gets +ve (need to reimburse the company excess money and -ve need to be reimbursed as he spent more than what was requested in the imprest.
Have you though of this as now I am enjoying using ERPnext indeed but I want to be more conversant and proud. Please if this is possible so that we can run along with ERPnext.  


  1. Please be kind and don't send large attachments
  2. For issues, features requests use https://github.com/frappe/erpnext/issues



    You received this message because you are subscribed to the Google Groups “ERPNext User’s Forum” group.

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    For more options, visit https://groups.google.com/d/optout.